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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,549 | $81,476-34.3% | $102,383-47.7% | $80,925-33.8% |
| Participation rate | 59.1% | 66.8%-7.8pp | 74.5%-15.4pp | 67.7%-8.6pp |
| Annual return | 10.01% | 25.59%-15.6pp | 24.94%-14.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,676 | $3,105-46.0% | $3,870-56.7% | $2,756-39.2% |
| Participant deferral / active EE | $3,085 | $3,871-20.3% | $5,060-39.0% | $4,299-28.2% |
| Admin fee / account holder | $27,095 | $6,717+303.4% | $8,391+222.9% | $6,940+290.4% |